Document Library

Document Name Date Added
4/25/19 - Understanding Social Security - Speaker: Kit Mac Nee, CFP, CRPC, AEP
Mac Nee Power Point - Understanding Social Security.pptx (1400K)
 2019-09-05
1/25/18 - Best Practices for Retirement Income Planning
Pfau Power Point - Best Practices.pptx (4826K)
 2019-09-05
"Leveraging Wealth Transfer: From Simple to Sublime" Speaker: Joseph Falanga, CPA, AEP, TEP - New Y
Falanga Power Point 9-28-17.ppt (630K)
 2017-10-02
Understanding Social Security to Better Assist Your Clients: Speaker: Dale Truemner, Social Securit
Understanding Social Security to Better Assist Your Clients.ppt (8674K)
 2016-04-30
"Passing Ships......" Speaker: Shaheen I. Imami -- 2/25/216
Passing Ships--Some Reasons Why Trust & Estate Planners, Administrators & Litigators Should Talk to Each Other.pdf (130K)
 2016-02-29
Elder Care: Current Marketplace, Trends & Future Demogoraphics
Elder Care--Current Marketplace, Trends & Future Demographics. Speaker--K Rumi Shahzad 1-28-16.pdf (175K)
 2016-02-04
"Discounts, Discounts, Discounts!" Speaker: Lance Hall, ASA, FMV Opinions, Dallas, Texas
Lance Hall - Discounts, Discounts, Discounts.pdf (942K)
 2016-01-08
Attachment #1 to Discounts, Discounts, Discounts!"
156 - FMV's Two-Year Equivalent Discounts for Lack of Marketability (LSH - DB) (Published) July 2014.pdf (172K)
 2016-01-08
Attachment #2 to "Discounts, Discounts, Discounts!"
159 - ArtBanc Intelligence - Discounted Art Results in a 14-Million Estate Tax Refund (LSH) (Published) Jan 2015.pdf (136K)
 2016-01-08
"Estate Planning in the Era of Portability & High Exclusion Amounts." Speaker: Douglas Mielock
Mielock presentation materials.pdf (265K)
 2016-01-08
1-23-20 - MEDICARE BASICS - Jae W. Oh, MBA, CFP, CLU, ChFC
Medicare Basics - Jae Oh - 1-23-20.pptx (2550K)
 2020-02-10
Long Term Care Planning. Speaker: Ashlee Gould, Nationwide
LTC_Planning_-_Understanding_the_Need_and_Solutions_NFM-11324AO.1_(4.201....pdf (1937K)
 2015-04-24
10-24-19 - IMPACT INVESTING - Gregory Soule, CPA, CISA, CISSP, CFE - Andrews Hooper Pavlik
Power Point CYBER SECURITY 10-24-19 G. Soule.pptx (3971K)
 2019-11-20
Alternative Estate Planning Strategies Utilizing Life Insurance. Speaker: Jim Aubry, John Hancock Br
Estate Planning Utilizing Life Insurance - Feb. 2015.pdf (3448K)
 2015-04-24
2019-20 Membership Directory
2019-2020 Membership Directory.pdf (257K)
 2019-10-22
Affordable Care Act--Understanding Employer Responsibility Rules. Speaker: Norbert Kugele, Warner No
Affordable Care Act--Understanding Employer Responsibiltiity Rules.pdf (948K)
 2015-04-24
Impact Investing - Heidi Reijm, Ph.D.
9-26-19 Impact Investing.pptx (2917K)
 2019-10-03
Membership Application Form
Membership Application Form.pdf (199K)
 2015-09-18
1/24/19 - Financial Exploitation of Vulnerable Adults: J. Dee Brooks, Charles Schwedler, Paul McDona
Power Point - 1-24-19 - Financial Exploitation of Vulnerable Adults.pptx (1272K)
 2019-09-05
Social Media in the Marketing Mix. Speaker: Kristina Marsh, Marketing Flexibility
SOCIAL MEDIA IN THE MARKETING MIX power point.pdf (555K)
 2015-04-24
2/28/19 - Acting as a Trustee: Boone or Burden? Speaker: Attorney Joseph P. Buttiglieri
ACTING AS A TRUSTEE - BOONE OR BURDEN OUTLINE.pdf (195K)
 2019-09-05
ESTATE TAX OVERVIEW -- Emphasis on Generation Skipping Transfers. Speaker: Michael Behan, Attorney
Generation Skipping Tax.pdf (621K)
 2015-04-24
2/22/18 - Advance Care Planning in the Real World - Speakers: Ashley Hunt; Dr. Sean Kesterson
Advance Care Planning - Power Point.pptx (11157K)
 2019-09-05